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The retirement plan rules are constantly changing. They can be complex. Often, taxpayers are looking for good, free sources of information. While Internet searches can be helpful, caution should be used because there is no guarantee that the information you have found is timely or accurate. So where can you get accurate information on retirement plans? We explain below.

My client who is age 54 wishes to set up the 72(t) distribution on his IRA. Currently he has one...

I was married in 2012. It was only after I got married that I started to realized that my income...

Good Afternoon – Fact Pattern: Account owner over contributed to his Roth IRA by $1500 He was only eligble to...

“Ted” passed away in 2010 at age 65 and left his wife “Mary” (also age 65) as primary beneficiary of...

The 2012 tax law changes, passed by Congress after the fact in 2013, have necessitated some changes in forms used to file your 2012 taxes. IRS has just updated Form 8606, Nondeductible IRAs. This latest version is dated January 15, 2013.

We have covered the new tax law (the American Taxpayer Relief Act of 2012) from both a retirement planning and tax planning standpoint since it was signed into law by President Barack Obama on January 2, 2013. We wrote a quick analysis of the law complete with a 5-plus-minute video on 5 key planning points. We followed with a detailed look at qualified charitable distributions (a topic we get frequent questions about), and how they were affected by the new law.

Client of mine has one IRA ($50k) with 50% of it in after tax money and a 401k ($900k) with...

What is the calculation used when an individual converts a portion of an IRA that has both had pre-tax and...

Suppose that (1) a parent contributes to an IRA for a minor child, who has income from employment, or (2)...